2023 Form 5500 filing — Brown And Caldwell Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924173520NAL0013133569001) for Brown And Caldwell Savings Plan, reported by Brown And Caldwell under EIN 94-1446346 and plan number 005. It reports 2,666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924173520NAL0013133569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown And Caldwell
- EIN
- 94-1446346
- Plan number
- 005
- Location
- Lakewood, CO
- Participants
- 2,666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $498,666,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $498,666,174
- Employer contributions
- $7,575,160
- Participant contributions
- $24,699,196
- Total income / additions
- $113,888,813
- Benefits paid
- $35,994,609
- Administrative expenses
- $360,252
- Total expenses
- $36,358,845
- Net increase / (decrease)
- $77,529,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $233,040 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $151,940 | $0 |